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Colorado Capital Management’s iShares 0-3 Month Treasury Bond ETF SGOV Stock Holding History

Colorado Capital Management’s Portfolio SGOV Stock Details SGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,136
Closed -$215K – 107
2026
Q1 		$215K Buy
+2,136
New +$215K 0.08% 101

Other funds holding SGOV

CIM
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CI
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Colorado Capital Management's SGOV Position: Q2 2026 in Review

Colorado Capital Management sold out of iShares 0-3 Month Treasury Bond ETF (SGOV) in Q2 2026, closing a stake of 2,136 shares — an estimated $215K sold.

Colorado Capital Management first reported a position in SGOV in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 628 funds tracked by Wall St. Rank hold SGOV as of Q2 2026.

  • Colorado Capital Management reported no remaining iShares 0-3 Month Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Colorado Capital Management sold 2,136 iShares 0-3 Month Treasury Bond ETF shares in Q2 2026, an estimated $215K.
  • Colorado Capital Management first reported a position in iShares 0-3 Month Treasury Bond ETF in Q1 2026 and held it in 1 quarter.
  • Colorado Capital Management's iShares 0-3 Month Treasury Bond ETF position peaked at $215K in Q1 2026.
  • 628 funds tracked by Wall St. Rank held iShares 0-3 Month Treasury Bond ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.